All Guides

All Guides

Browse our complete knowledge base with 205 topics organised by category

Showing 205 guides

Start & Users

Getting started guide and user management essentials11 topics

How to register

3 min

How to Set Up your Subscriber Account and First Business File

5 min

How to Add and Manage Business File

4 min

How to Update Business Details

3 min

How to Configure General Settings

6 min

How to Add Departments and Sites

4 min

How to Add and Manage Payment Methods

4 min

How to Add and Manage Payment Terms

3 min

How to Access Uploaded Files

4 min

How to Invite Users and Set Up General Permissions

5 min

Contacts

Contact management, groups, custom fields, and self-service portals13 topics

How to Add a New Contact

4 min

How to Import Contacts

6 min

How to Manage Contacts - Overview

5 min

How to Email Contacts

3 min

How to Deactivate Contacts

3 min

How to Merge Duplicate Contacts

4 min

What is Self-Service Registration

6 min

How to Use Contact Custom Features

5 min

How to Add and Manage Custom Fields

5 min

How to Set Up Public Form for Self-Service

7 min

Invoicing & Payments

Invoicing, credit notes, payments, and receivables tracking27 topics

How to Create a New Invoice

5 min

How to Create Invoice from Time

6 min

How to View and Edit Invoices

4 min

How to Send Invoices to Customers

4 min

How to Duplicate an Invoice

3 min

Invoice Settings and Configuration

6 min

How to Create a Credit Note

5 min

How to Manage Credit Notes

4 min

How to Add Line Items and Products

4 min

How to Apply Discounts and Taxes

5 min

Accounting

Bank feeds, transactions, reconciliation, and Chart of Accounts20 topics

How to Connect Bank Account

5 min

How to Process Bank Feeds

6 min

How to Manage Your Connections

4 min

How to Add Bank Rule

4 min

How to Change Bank Rule

3 min

What is Find and Update and How to Use It

5 min

How to Review Transactions

5 min

How to Add General Journal

5 min

How to Add Bank Transaction

3 min

How to Import Transactions Using CSV

6 min

Payroll & Timesheet

Payroll setup, timesheets, pay runs, STP compliance, and super payments36 topics

How to Set Up Your Payroll

10 min

How to Configure General Settings

8 min

How to Add and Manage Pay Details

5 min

How to Add and Manage Pay Groups

4 min

How to Add and Manage Pay Cycles

4 min

How to Add and Manage Pay Leave Types

5 min

How to Set Up Occupations

5 min

How to Add Employee Internally

7 min

How to Invite Employee for Self-Service

4 min

How to Manage Timesheet

6 min

Bills & Payables

Supplier bills, payables management, payments, and ABA batch processing20 topics

How to Configure Bills Settings

5 min

How to Create a New Bill

5 min

How to Manage Bills - Overview

6 min

How to Edit a Bill

3 min

How to Duplicate a Bill

3 min

How to Delete a Bill

2 min

How to Add Line Items to Bills

4 min

How to Apply Discounts and Taxes to Bills

4 min

How to Track Bill Status

3 min

How to Add Quick Payment for Bills

3 min

Reconciliation

Bank and credit card reconciliation with automatic matching and discrepancy resolution12 topics

How to Perform Bank Reconciliation

7 min

How to Match Transactions Automatically

5 min

How to Import Bank Statements

4 min

How to Resolve Reconciliation Discrepancies

6 min

How to Find Unmatched Transactions

4 min

How to Reconcile Credit Card Accounts

6 min

How to Review Reconciliation Reports

5 min

How to Set Up Reconciliation Rules

5 min

How to Schedule Regular Reconciliations

4 min

How to Undo and Redo Reconciliations

3 min

Reports

Financial statements, tax reports, and business analytics22 topics

How to Access Reports Dashboard

4 min

How to Generate Profit and Loss Report

6 min

How to Generate Balance Sheet

6 min

How to Run Cash Flow Statement

5 min

How to Create Trial Balance Report

5 min

How to Generate BAS Report

7 min

How to Export BAS to ATO Portal

6 min

How to Review GST Summary

5 min

How to Generate Aged Receivables Report

5 min

How to Generate Aged Payables Report

5 min

Projects

Project management, task tracking, and project-based accounting20 topics

How to Add a New Project

5 min

How to Add a Recurring Project

6 min

How to Manage Projects

8 min

How to Search Projects

3 min

How to Customise Project Dashboard

6 min

How to Assign Project Manager

4 min

How to Add a New Task

4 min

How to Add Tasks to Projects

5 min

How to Add Due Dates to Tasks

3 min

How to Add Priority Levels to Tasks

3 min

Compliance

Regulatory obligations, tax compliance, and audit management12 topics

How to Add New Compliance Type

6 min

How to Create Compliance Type from Templates

5 min

How to Add New Compliance Record

5 min

How to Track Compliance Deadlines

6 min

How to Manage BAS Lodgement

8 min

How to Prepare Financial Statements

7 min

How to Track STP Reporting

6 min

How to Manage Audit Requirements

7 min

How to Set Up Compliance Reminders

4 min

How to Generate Compliance Reports

5 min

Trust Account

For Accountants

Client trust money management with statutory compliance and audit trails12 topics

How to Set Up Trust Account

7 min

How to Add Trust Account

5 min

How to Create Trust Account Structure

6 min

How to Import ATO Report

5 min

How to Manage Trust Refunds

4 min

How to Generate ABA Files for Trust Payments

5 min

How to Add and Manage Trust Jobs

6 min

How to Manage Trust Transactions

5 min

How to Search Trust Transactions

4 min

How to Configure Trust Account Settings

6 min